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Team

G. Michael Dorvillier

LPL Financial Advisor | LPL Registered Principal

(858) 551-8701

With over 25 years of experience as an advisor, Michael specializes in helping his clients navigate through the complexity of their financial lives. Michael strives to make a difference in the lives of his clients through lasting...

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Shari Miller

LPL Financial Advisor | LPL Registered Principal

(858) 551-8701

Shari brings 23 years of client-focused financial experience—including 5 years on Wall Street —to her role as a founding partner at Symbio Financial. Her degree in Education from Kansas State University inspired...

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Brett focuses on supporting his clients with individual investment management, insurance, and financial planning needs. Prior to joining Symbio Financial Partners as an independent LPL Financial Advisor, Brett worked as an advisor with...

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Having spent nearly her entire career working in corporate America, Susan decided it was time for a change and lucky for us joined Symbio Financial Partners in April of 2017. As Symbio’s Chief Operating Officer, Susan has been...

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Diana Anderson

Director of Marketing and Communications

(858) 551-8701

Diana joined Symbio Financial Partners in 2007 as an administrative assistant. Since then she has evolved into our resident MagGyver becoming known for her ability to work towards solving complex situations. Whether it’s her...

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With over 17 years in the financial services industry, Lorna brings a great amount of experience to the team and has mastered the art of paperwork. As our resident paperwork aficionado, Lorna is an expert at processing client requests...

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Lisa joined Symbio Financial Partners in 2014 as an intern while she attended UC San Diego. She quickly became a valued member of the team and, lucky for us, decided to join us full time in 2016 after earning a BA in International...

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